225
225
Oct 2, 2012
10/12
by
CNBC
tv
eye 225
favorite 0
quote 0
what do you think about, dan? >> well, you know, depending on where you look specifically in fixed income, i mean, within the treasury markets you have the federal reserve buying alie ini share of new issuance. i don't necessarily like what's going on here. it's a little fishy. there's some major divergences, even in the equity markets. you look at dow transports versus the dow industrials. transports nowhere near their recovery highs for the cyclical bull market. what that tells us is that the market breadth in equities is very shallow. it's very pointed. that could be a danger sign or warning sign ahead. so, you know, despite the don't fight the fed zombie-like montra, we would be very careful in this market, and we think we're headed most likely for maybe an air pocket correction 3 to 5% in the upcoming weeks. >> yeah, but -- >> so you want to sell into strength, dan? >> i'm sorry? >> you want to sell into any strength then, dan? >> well, i think we want to trim positions here and perhaps look for a better entr
what do you think about, dan? >> well, you know, depending on where you look specifically in fixed income, i mean, within the treasury markets you have the federal reserve buying alie ini share of new issuance. i don't necessarily like what's going on here. it's a little fishy. there's some major divergences, even in the equity markets. you look at dow transports versus the dow industrials. transports nowhere near their recovery highs for the cyclical bull market. what that tells us is...
307
307
Oct 4, 2012
10/12
by
CNBC
tv
eye 307
favorite 0
quote 0
dan, i loved having you on. we'll see you next time. >> good to see you. >> dan bartlett joining us from atlantic. ga gary cokaminsky. >> i'm here in the control room. i was watching like much of the viewers. meg whitman joined. a lot of people wondering why is the slot down again today? let me tell you. every time a ceo comes on the air there's anticipation that the ceo is going to say something to at least stop the selling. i'm going to explain why that was not the case. certainly as you know, miss whitman was really on message. she talked about the employees many times. she talked about all the new products. when she was asked specific success things about the business, she spoke about the great new products. you asked a fantastic question about the board of directors. i don't think she really answer thad question. as you know, this is a board that's been criticized for some time. she focused on the new members, not the legacy members that are still there. chesapeake, probably the best board. hewlett-packard,
dan, i loved having you on. we'll see you next time. >> good to see you. >> dan bartlett joining us from atlantic. ga gary cokaminsky. >> i'm here in the control room. i was watching like much of the viewers. meg whitman joined. a lot of people wondering why is the slot down again today? let me tell you. every time a ceo comes on the air there's anticipation that the ceo is going to say something to at least stop the selling. i'm going to explain why that was not the case....
217
217
Oct 3, 2012
10/12
by
CNBC
tv
eye 217
favorite 0
quote 0
>> so details on dan's position in murphy oil, which was first mentioned last night. was it a long, was it a short, was it some sort of derivatives exposu exposure? it is long. it looks like dan may be looking to go active. they apparently own not quite 5% in murphy oil. i'm told the size of it is significant. it may be close to 5% or will be soon. they have filed for clearance to increase the size of their position if they would like to, which is the signal they may want to go active. . interesting language in the investor letter, which had -- i understand is being distributed. we believe this lagging performance can be explained partially by murphy's disparate asset base which makes the company complex and hard to value. they have a number of suggestions, which i understand they've shared with management, as to how they can improve value. for one thing, and this is a key issue, they want murphy to spin off their retail business and separate it from there enp business. they also want to sell their canadian natural gas assets. another thing would be to sell their 5% s
>> so details on dan's position in murphy oil, which was first mentioned last night. was it a long, was it a short, was it some sort of derivatives exposu exposure? it is long. it looks like dan may be looking to go active. they apparently own not quite 5% in murphy oil. i'm told the size of it is significant. it may be close to 5% or will be soon. they have filed for clearance to increase the size of their position if they would like to, which is the signal they may want to go active. ....
242
242
Oct 5, 2012
10/12
by
CNBC
tv
eye 242
favorite 0
quote 0
. >> dan weiner is an adviser himself and says buy and hold is the way to go. daniel, to you first. many say the numbers don't back up your belief in buy and hold. why are they wrong? why is buy and hold still relevant? >> bob, i don't know why the fact investors are putting money into bonds and out of stocks means buy and hold is dead. it's a strategy. buy and hold means buying really good managers or buying really good companies and sticking with them through some of these ridiculous day-long, you know, market crashes, flash crashes, things of that nature. i'm not worried about what happens in the market in a day or a month. the dow has hit 30 record highs this year alone. the dow has hit 30 highs on a total return basis. so all these guys who think, oh, buy and hold is dead, you know, sell main may and go away, theye crying in their soup. >> jacob, i think back to the magazine cover that said "the death of equities." you know when you should have bought equities? the day that came out. you think buy and hold is dead. >> i think the little guy investor is scared to death of the st
. >> dan weiner is an adviser himself and says buy and hold is the way to go. daniel, to you first. many say the numbers don't back up your belief in buy and hold. why are they wrong? why is buy and hold still relevant? >> bob, i don't know why the fact investors are putting money into bonds and out of stocks means buy and hold is dead. it's a strategy. buy and hold means buying really good managers or buying really good companies and sticking with them through some of these...
113
113
Oct 4, 2012
10/12
by
CNBC
tv
eye 113
favorite 0
quote 0
dan in new york. dan? >> hi, jim. how you doing? >> not bad, thank you. how about you? >> very good. i'm a 31-year retired teacher of global studies and economics from the beautiful town of washingtonville in upstate new york. >> man, you got the life. >> i do. i do. and i have a qui question for you. fwz a defense stock that i've oenld for a number of years, curtis wright. what do you feel the future of curtis wright will be if obama retains the presidency or if gop candidate mitt romney wins the position? >> i think they have enough that is not defense for it to carry through. i have to tell you something, this has been a historically cheap stock. i've always expected one day it would be snapped up. it never has. it's inexpensive so i'm not concerned about it. atk may be ready for takeoff. and tonight's analyst shootout, i'm agreeing with the bulls at cowen. more importantly, i'm saying stay tuned for the lightning round. >> politics is a sport. >>> it is time for the lightning round. are you ready? lightning round. we start with mike in illinois. mark? >> cramer, boo
dan in new york. dan? >> hi, jim. how you doing? >> not bad, thank you. how about you? >> very good. i'm a 31-year retired teacher of global studies and economics from the beautiful town of washingtonville in upstate new york. >> man, you got the life. >> i do. i do. and i have a qui question for you. fwz a defense stock that i've oenld for a number of years, curtis wright. what do you feel the future of curtis wright will be if obama retains the presidency or if...
259
259
Oct 3, 2012
10/12
by
CNBC
tv
eye 259
favorite 0
quote 0
remember, lloyd benson in 1988 against dan quayle said that one line to dan quayle, i knew jack kennedy. jack kennedy was a friend of mine. >> if you're obama, do you attack romney or do you advertise whatever you think your own virtue is? >> every poll that came up this morning, romney sup side down in favorables and that's a bad thing. you don't need to attack hilm. you attack congress for not passing the 28% corporate, and blah, blah, blah. you don't have to now. if romney goes after him, then you rebut that. but if i'm obama, i do not attack him. you're the president of the united states. you're cool, calm, and collected. >> when andrew asked that question -- i also saw it in "the new york times." the debate handler supposedly had to tell the president, please don't be too smart. you're a professor. don't just blow them away with your details, which you could. give me the substancetive argument for president obama on what he's rung on. all i know is he wants to raise taxes on rich people. other than that, what is his substance? >> are you better off than you were four years ago. >>
remember, lloyd benson in 1988 against dan quayle said that one line to dan quayle, i knew jack kennedy. jack kennedy was a friend of mine. >> if you're obama, do you attack romney or do you advertise whatever you think your own virtue is? >> every poll that came up this morning, romney sup side down in favorables and that's a bad thing. you don't need to attack hilm. you attack congress for not passing the 28% corporate, and blah, blah, blah. you don't have to now. if romney goes...
601
601
Oct 4, 2012
10/12
by
CNBC
tv
eye 601
favorite 0
quote 0
this moment in 1988 between the democrat lloyd benson and the republican vice presidential nominee dan quayle. take a listen. >> i have as much experience in the congress adds jack kennedy did when he sought the presidency. >> senator, i served with jack kennedy. i knew jack kennedy. jack kennedy was a friend of mine. senator, you're no jack kennedy. >> killer line. had no impact on the election. george h.w. bush one that election. when you have a strong performance by a strong candidate and a weak fumble by the other, its can make a difference. here's an example in 2000 when al gore decided he thought it was a good idea to get in the face of george w. bush while he was answering a question. watch this. >> the difference is that i can get it done. that i can get something positive done on behalf of the people. that's what the question in this campaign is about. it's not only what's your philosophy and position on issues. but can you get things done? i believe i can. >> there you had governor george w. bush making al gore look foolish. now, the second ranking all time memorable debate m
this moment in 1988 between the democrat lloyd benson and the republican vice presidential nominee dan quayle. take a listen. >> i have as much experience in the congress adds jack kennedy did when he sought the presidency. >> senator, i served with jack kennedy. i knew jack kennedy. jack kennedy was a friend of mine. senator, you're no jack kennedy. >> killer line. had no impact on the election. george h.w. bush one that election. when you have a strong performance by a...
239
239
Oct 3, 2012
10/12
by
CNBC
tv
eye 239
favorite 0
quote 0
dan writes with vanity no longer an issue, bald men can focus on content and outcome versus image. i think these guys are serious. john writes the sun does increase knowledge. and then bret writes they're successful because they spend less time looking in the mirror. four men, presumably all bald. >> maybe. >> could be. >> and of course mark zuckerberg wears the same thing every day. what's coming up tonight? >> tipping the bald theme, we have our own powerful bald man on. neel kashkari. >> segue. >> we also have john taylor to talk about the debates. and why it might be time to sell gold. >> see you at 5:00. let's get to what you might have missed earlier on this morning. >>> welcome to hour three of "squawk on the street." here's what's happening so far. >> what frustrates me is we are not doing more to build infrastructure here in the united states. >> it's happening. we don't need the government to do anything. >> this is a terrific opportunity for us to launch a global snacking powerhouse. we've got a fabulous roster of market leaders in their respective categories. we have a
dan writes with vanity no longer an issue, bald men can focus on content and outcome versus image. i think these guys are serious. john writes the sun does increase knowledge. and then bret writes they're successful because they spend less time looking in the mirror. four men, presumably all bald. >> maybe. >> could be. >> and of course mark zuckerberg wears the same thing every day. what's coming up tonight? >> tipping the bald theme, we have our own powerful bald man...